The Estate Design
A personalized estate design is a comprehensive review of an existing estate plan combined with our recommendations.
Although most everyone has some planning in place, we are able to improve the donor's position a majority of the time.
This results in a plan that accurately reflects family and charitable giving objectives while increasing efficiency by
reducing or eliminating taxes.
A Confidential Estate Inventory is a tool designed to help you gather data on your estate to furnish to professional
counsel who will be responsible for designing and helping to implement your plan. This is all information you can gather
in the privacy of your own home. By doing so, you will conserve valuable time and should reduce the cost of professional counsel.
After you have completed the inventory, we will be happy to provide a Confidential Estate Design for you written in
laymen's language. All information will be held in strictest confidence.
If you do not have an estate plan, the Estate Design will illustrate your current position and options available to you to
save taxes, probate costs, and administration delays. It will also suggest how you can best establish property ownership to
accomplish what you understand to be God's plan of stewardship for your estate.
If you have an estate plan, the design will provide information concerning the possible need for review and revision of the
plan. It will also illustrate options available to conserve additional taxes and probate expenses.
In either case, the Estate Design will help you better understand your estate plan and will provide a format to help you
discuss these options with your legal and tax advisors. It should also save time and expense in relating this information
to legal counsel for the drafting of instruments necessary to put your estate plan into effect or to change your existing estate plan.
You will find this to be a valuable "first step" in establishing an estate plan with which you are comfortable and which
satisfactorily expresses what you understand to be God's plan of stewardship for your estate.
Without Cost or Obligation
Rarely will you find a service of this quality free of charge and without obligation. While the dollar value of this service
from profit-making firms could be thousands of dollars, its real value is in your personal satisfaction. You will have an estate
plan which not only provides maximum avoidance of taxes, probate costs and delays, but also one worthy of the comment, "Well done,
thou good and faithful servant."
It is available to you as a ministry of Campus Crusade for Christ, because we know you want to be a good steward of the assets
that God has entrusted to you. It is our ministry to you and our way of saying "Thank you," for helping us do our part in fulfilling
the Great Commission.
How You Can Receive These Services
After completing the inventory form, forward it to The Great Commission Foundation of Campus Crusade for Christ,
100 Lake Hart Drive #3600, Orlando, FL 32832. If you have any questions or if you would like assistance in completing the form,
call our office at (800) 449-5454.
Based upon the information you provide, we will prepare a Confidential Estate Design which will include the following:
- An outline of the information on which the design is based.
- Analysis of your present financial circumstances and tax consequences.
- Discussion of alternatives to better meet your personal objectives.
- An estate design flow chart that will help you better understand what happens at each step.
Once you have reviewed this information in the privacy of your own home, you will want to review it with your attorney. At
your direction, your attorney will be responsible for establishing or changing your plan.
Remember, we are happy to provide any personal assistance you need. Our objective is to help you by providing the highest quality
information from a Christian perspective for review with your own legal and tax advisers.
This information is of a general nature only and should not be interpreted as legal advice.
© Lifestyle Giving, Inc., 1998
Reprinted by permission.
(This is not professional legal or tax advice; consult a tax advisor about your specific situation.)
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